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Southern Company
SO

Overview Fund Activity

1,700 hedge funds and large institutions have $44.9B invested in Southern Company in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 655 increasing their positions, 655 reducing their positions, and 117 closing their positions.

Holders
1,700
Holders Change
-14
Holders Change %
-0.82%
% of All Funds
27.11%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
124
Increased
655
Reduced
655
Closed
117
Calls
$314M
Puts
$193M
Net Calls
+$121M
Net Calls Change
-$55.3M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$348M
2
Capital International Investors
2
Capital International Investors
California
$695M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$485M
4
Ameriprise
4
Ameriprise
Minnesota
$488M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.52B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$168M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$613M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
1601
Stuart Chaussee & Associates
California
$38.1K 588 – –
APF
1602
Alaska Permanent Fund
Alaska
$36.6K 566 -842 -60%
JFA
1603
JNBA Financial Advisors
Minnesota
$36.4K 563 +57 +11%
HF
1604
Halpern Financial
Virginia
$35.6K 550 – –
RW
1605
RVW Wealth
California
$35.5K 548 +548 New
TCM
1606
TD Capital Management
Tennessee
$35.4K 546 – –
PWMG
1607
Prestige Wealth Management Group
New Jersey
$35.3K 545 – –
CAL
1608
Capital Analysts LLC
Pennsylvania
$35K 543 -32 -6%
MWA
1609
Moser Wealth Advisors
Washington
$34.8K 537 – –
BIA
1610
Bell Investment Advisors
California
$34K 526 -20 -4%
TSW
1611
Thompson Siegel & Walmsley
Virginia
$34K 533 -1,750 -77%
C
1612
Covestor
United Kingdom
$34K 531 -32 -6%
FSWA
1613
Financial Synergies Wealth Advisors
Texas
$33.1K 512 +5 +1%
BCM
1614
Bourgeon Capital Management
Connecticut
$33.1K 511 – –
PCM
1615
Perritt Capital Management
Illinois
$33.1K 511 – –
TLA
1616
Tanglewood Legacy Advisors
Texas
$32.9K 508 – –
HSA
1617
Hussman Strategic Advisors
Maryland
$32.4K 500 – –
AWM
1618
AllSquare Wealth Management
New York
$32.4K 500 – –
VF
1619
VitalStone Financial
Texas
$32K 474 -30 -6%
TIM
1620
Tortoise Investment Management
New York
$31.7K 490 – –
SWM
1621
Sanctuary Wealth Management
Idaho
$30.9K 477 – –
FFA
1622
Fairfield Financial Advisors
Massachusetts
$30.4K 470 +5 +1%
WOSD
1623
WFA of San Diego
California
$29.1K 450 -800 -64%
ICM
1624
Intrepid Capital Management
Florida
$27.7K 428 – –
LCM
1625
Logan Capital Management
Pennsylvania
$27.2K 420 – –
63 64
65
66 67